discovery, discovery, discovery, discovery - the most important part of any project

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Discovery, Discovery, Discovery, Discovery! The Most Import Part Of Successful Projects

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Page 1: Discovery, discovery, discovery, discovery - The most important part of any project

Discovery, Discovery, Discovery, Discovery!The Most Import Part Of Successful Projects

Page 2: Discovery, discovery, discovery, discovery - The most important part of any project

Agency and Community Success Manager At Pantheon Since 2014

Working in sales/marketing since 2005

Some things I enjoy, aside from tech:● Improv● Webcomics and Comic Books● Karaoke!!!

Hi, I’m Dwayne

[email protected]

@mcdwayne on Twitter

Slides at: mcdwayne.com

Page 3: Discovery, discovery, discovery, discovery - The most important part of any project

Elastic Hosting

+

Web Development Tools for Teams

● WordPress Optimized Hosting● Advanced Caching● Automated DevOps● Highly Secure

● Dev, Test, and Live● Cloud Environments● Permissions & Security● Cloud Integration Tools

Page 4: Discovery, discovery, discovery, discovery - The most important part of any project

Poll time

Page 6: Discovery, discovery, discovery, discovery - The most important part of any project

1. What are the business goals that the project is aiming to achieve?2. What business benefits will these goals deliver if achieved?3. What will be the consequences to the business (financial, reputation etc) if the project does not go ahead or fails to deliver the objectives?4. Are there any easy-to-implement alternatives to this project? Sometimes other solutions are available that do not require the cost implications of a

full-blown project.5. Are there any disadvantages to implementing this project? Staff redundancies might be an obvious one but there might be some that are less

obvious.6. Who is the main stakeholder, with ultimate responsibility for driving the project forward? It is important that someone senior takes ownership of a

project – that person should never be the project manager.7. Who is responsible for ensuring appropriate resources (time, people and money) are allocated to the project? This should be someone with the

authority to allocate whatever resources are required.8. Who will be responsible for deciding whether the project goes ahead or not after the initial investigations? This will often be a group of people,

sometimes with conflicting aims.9. Is the new project dependent on the successful delivery of a current project? If so, a full report on the status of the project already underway

should be obtained before committing to the new project.10. What are the success criteria that will indicate that the objectives have been met and the benefits delivered?11. Will new equipment/products be required to facilitate project delivery for example is new software needed?12. Will there be any necessary staff changes (redundancies or new hires)?13. Will existing staff require re-training for example to learn new business processes?14. Which individuals, teams or departments will be involved in the project?15. Who will be responsible for documenting the business requirements in detail?16. Who will determine interim and final deadlines? Projects where the marketing department, for example, decide on a deadline for an IT project

have a far less chance of success than when informed estimates are made about the resources required.17. How much contingency will be available in the budget?18. Who will be responsible for making the decisions to include or exclude requested changes once the project is underway?19. Will the project deliverables need to be tested and, if so, by whom?20. Who will provide the final approval of the project deliverable?

http://www.projectaccelerator.co.uk/20-questions-all-project-managers-should-ask/

Page 7: Discovery, discovery, discovery, discovery - The most important part of any project

ATIONS

Page 8: Discovery, discovery, discovery, discovery - The most important part of any project
Page 9: Discovery, discovery, discovery, discovery - The most important part of any project
Page 10: Discovery, discovery, discovery, discovery - The most important part of any project

Discovery Is The Most Import Part Of Successful Projects

Page 11: Discovery, discovery, discovery, discovery - The most important part of any project

Project: a planned piece of work that has a specific purpose (such as to find information or to make something new) and that usually requires a lot of time.

Word Root of projectThe Latin word jacere, meaning “to throw,” and its form jactus give us the root ject. Words from the Latin jacere have something to do with throwing. To reject is to throw back or away. To eject is to throw out. To inject is to throw one thing into another. To project is to throw forward onto a surface.

Page 12: Discovery, discovery, discovery, discovery - The most important part of any project
Page 13: Discovery, discovery, discovery, discovery - The most important part of any project

Lead

Qualified Lead

Proposal

DeliveryProject Funnel

Page 14: Discovery, discovery, discovery, discovery - The most important part of any project

Lead

Qualified Lead

Proposal

DeliveryProject Funnel

Qualify

Discovery

Procurement

Maintenance

Page 15: Discovery, discovery, discovery, discovery - The most important part of any project

A dream written down with a date becomes a goal.

A goal broken down into steps becomes a plan.

A plan backed by action makes your dreams come true.

– Greg S. Reid

Page 16: Discovery, discovery, discovery, discovery - The most important part of any project

We Think In Stories

Page 17: Discovery, discovery, discovery, discovery - The most important part of any project

Story Spine

Page 18: Discovery, discovery, discovery, discovery - The most important part of any project

Story Spine

Once Upon A Time...

And Everyday...

But One Day...

And Because Of That...

And Because Of That...

And Because Of That...

Until Finally,

And Ever Since Then

Page 19: Discovery, discovery, discovery, discovery - The most important part of any project
Page 20: Discovery, discovery, discovery, discovery - The most important part of any project

1. What are the business goals that the project is aiming to achieve?2. What business benefits will these goals deliver if achieved?3. What will be the consequences to the business (financial, reputation etc) if the project does not go ahead or fails to deliver the objectives?4. Are there any easy-to-implement alternatives to this project? Sometimes other solutions are available that do not require the cost implications of a

full-blown project.5. Are there any disadvantages to implementing this project? Staff redundancies might be an obvious one but there might be some that are less

obvious.6. Who is the main stakeholder, with ultimate responsibility for driving the project forward? It is important that someone senior takes ownership of a

project – that person should never be the project manager.7. Who is responsible for ensuring appropriate resources (time, people and money) are allocated to the project? This should be someone with the

authority to allocate whatever resources are required.8. Who will be responsible for deciding whether the project goes ahead or not after the initial investigations? This will often be a group of people,

sometimes with conflicting aims.9. Is the new project dependent on the successful delivery of a current project? If so, a full report on the status of the project already underway

should be obtained before committing to the new project.10. What are the success criteria that will indicate that the objectives have been met and the benefits delivered?11. Will new equipment/products be required to facilitate project delivery for example is new software needed?12. Will there be any necessary staff changes (redundancies or new hires)?13. Will existing staff require re-training for example to learn new business processes?14. Which individuals, teams or departments will be involved in the project?15. Who will be responsible for documenting the business requirements in detail?16. Who will determine interim and final deadlines? Projects where the marketing department, for example, decide on a deadline for an IT project

have a far less chance of success than when informed estimates are made about the resources required.17. How much contingency will be available in the budget?18. Who will be responsible for making the decisions to include or exclude requested changes once the project is underway?19. Will the project deliverables need to be tested and, if so, by whom?20. Who will provide the final approval of the project deliverable?

http://www.projectaccelerator.co.uk/20-questions-all-project-managers-should-ask/

Page 21: Discovery, discovery, discovery, discovery - The most important part of any project
Page 22: Discovery, discovery, discovery, discovery - The most important part of any project

Ask open ended questions to guide the conversation

Page 23: Discovery, discovery, discovery, discovery - The most important part of any project
Page 24: Discovery, discovery, discovery, discovery - The most important part of any project

Are you the person who will sign off on this?Vs

Who signs off on this?

Do you want to have pictures on the top of the page?Vs

Where do you imagine seeing the pictures?

Page 25: Discovery, discovery, discovery, discovery - The most important part of any project

Focus on the ‘Why’

Page 26: Discovery, discovery, discovery, discovery - The most important part of any project
Page 27: Discovery, discovery, discovery, discovery - The most important part of any project
Page 28: Discovery, discovery, discovery, discovery - The most important part of any project

Listen 75%Talk 25%

Page 29: Discovery, discovery, discovery, discovery - The most important part of any project
Page 30: Discovery, discovery, discovery, discovery - The most important part of any project

Resist talking about yourself

Page 31: Discovery, discovery, discovery, discovery - The most important part of any project
Page 32: Discovery, discovery, discovery, discovery - The most important part of any project

Set up expectations with the client

Page 33: Discovery, discovery, discovery, discovery - The most important part of any project
Page 34: Discovery, discovery, discovery, discovery - The most important part of any project

Give them freedoms

Page 35: Discovery, discovery, discovery, discovery - The most important part of any project

Freedom to answer any question with ‘I don’t know’Freedom from reproach

Freedom to dream

Page 36: Discovery, discovery, discovery, discovery - The most important part of any project

Be Transparent

Page 37: Discovery, discovery, discovery, discovery - The most important part of any project
Page 38: Discovery, discovery, discovery, discovery - The most important part of any project

By end of Discovery you want have every question answered

Page 39: Discovery, discovery, discovery, discovery - The most important part of any project
Page 40: Discovery, discovery, discovery, discovery - The most important part of any project

1. What are the business goals that the project is aiming to achieve?2. What business benefits will these goals deliver if achieved?3. What will be the consequences to the business (financial, reputation etc) if the project does not go ahead or fails to deliver the objectives?4. Are there any easy-to-implement alternatives to this project? Sometimes other solutions are available that do not require the cost implications of a

full-blown project.5. Are there any disadvantages to implementing this project? Staff redundancies might be an obvious one but there might be some that are less

obvious.6. Who is the main stakeholder, with ultimate responsibility for driving the project forward? It is important that someone senior takes ownership of a

project – that person should never be the project manager.7. Who is responsible for ensuring appropriate resources (time, people and money) are allocated to the project? This should be someone with the

authority to allocate whatever resources are required.8. Who will be responsible for deciding whether the project goes ahead or not after the initial investigations? This will often be a group of people,

sometimes with conflicting aims.9. Is the new project dependent on the successful delivery of a current project? If so, a full report on the status of the project already underway

should be obtained before committing to the new project.10. What are the success criteria that will indicate that the objectives have been met and the benefits delivered?11. Will new equipment/products be required to facilitate project delivery for example is new software needed?12. Will there be any necessary staff changes (redundancies or new hires)?13. Will existing staff require re-training for example to learn new business processes?14. Which individuals, teams or departments will be involved in the project?15. Who will be responsible for documenting the business requirements in detail?16. Who will determine interim and final deadlines? Projects where the marketing department, for example, decide on a deadline for an IT project

have a far less chance of success than when informed estimates are made about the resources required.17. How much contingency will be available in the budget?18. Who will be responsible for making the decisions to include or exclude requested changes once the project is underway?19. Will the project deliverables need to be tested and, if so, by whom?20. Who will provide the final approval of the project deliverable?

http://www.projectaccelerator.co.uk/20-questions-all-project-managers-should-ask/

Page 41: Discovery, discovery, discovery, discovery - The most important part of any project

Agency and Community Success Manager At Pantheon Since 2014

Working in sales/marketing since 2005

Some things I enjoy, aside from tech:● Improv● Webcomics and Comic Books● Karaoke!!!

Hi, I’m Dwayne

[email protected]

@mcdwayne on Twitter

Slides at: mcdwayne.com

Page 42: Discovery, discovery, discovery, discovery - The most important part of any project

Pantheon.io

Page 43: Discovery, discovery, discovery, discovery - The most important part of any project

Thanks